The esteemed CERTIFIED FINANCIAL PLANNERTM certification is awarded by the Certified Financial Planner Board of Standards, Inc. to financial professionals who complete a lengthy and demanding certification process that includes not only education, examination and experience requirements but also actively-enforced ethics requirements that hold CFP® certificants to a fiduciary duty of care. To attain CFP® certification, a candidate must first complete a thorough course of study, pass the rigorous CFP® Certification Examination and maintain the designation’s continuing education requirements each subsequent year.
The Financial Planning Association® (FPA®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process.
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to publish our research to consumers and promote Five Star-designated professionals in more than 45 markets across the United States.Five Star Professional was founded in 2003 and is based in Eagan, Minnesota.
De Cesare Retirement Specialists has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. By using Schwab as primary custodian, De Cesare Retirement Specialists has access to a wide range of products and services that help us serve our clients.